Filed September 14, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,042 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $12,500 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,932 | $130,294+144.8% | $170,057+87.5% | $71,529+345.9% |
| Participation rate | 98.9% | 86.2%+12.7pp | 87.0%+11.9pp | 67.9%+31.0pp |
| Annual return | 19.37% | 20.36%-1.0pp | 53.42%-34.0pp | 28.97%-9.6pp |
| Employer contribution / active EE | $7,474 | $4,385+70.5% | $6,790+10.1% | $2,590+188.6% |
| Participant deferral / active EE | $15,841 | $6,928+128.7% | $10,411+52.2% | $4,291+269.1% |
| Admin fee / account holder | $292 | $966-69.8% | $12,826-97.7% | $1,588-81.6% |